AUMdb

Queen Enterprises 401(k) Plan

Sponsored by Queen Enterprises, Llc · EIN 481158313 · Plan #001

Total assets
$6.6M
Net assets
$6.6M
Active participants
341
With balances
144

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Two West Capital Advisors Llc CRD 154543 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ameritas Life Insurance Corp Claims processing, Contract administrator, Recordkeeping $22,306
Two West Capital Advisors, Llc Investment advisory (participants), Investment advisory (plan), Investment management $21,390
Matrix Trust Company Custodial (securities), Participant loan processing, Direct payment from the plan $1,552